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Cresset Asset Management’s UFP Industries UFPI Stock Holding History

Cresset Asset Management’s Portfolio UFPI Stock Details UFPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-6,557
Closed -$604K – 1845
2026
Q1 		$604K Buy
6,557
+34
+0.5% +$3.44K ﹤0.01% 981
2025
Q4 		$594K Sell
6,523
-35
-0.5% -$3.2K ﹤0.01% 1001
2025
Q3 		$613K Sell
6,558
-300
-4% -$30.3K ﹤0.01% 938
2025
Q2 		$681K Sell
6,858
-11,975
-64% -$1.21M ﹤0.01% 805
2025
Q1 		$2.02M Sell
18,833
-1,017
-5% -$113K 0.01% 542
2024
Q4 		$2.24M Sell
19,850
-3,869
-16% -$499K 0.01% 522
2024
Q3 		$3.11M Buy
23,719
+1,335
+6% +$161K 0.01% 608
2024
Q2 		$2.51M Buy
22,384
+739
+3% +$85.9K 0.01% 629
2024
Q1 		$2.66M Buy
21,645
+2,365
+12% +$275K 0.01% 518
2023
Q4 		$2.42M Buy
19,280
+1,513
+9% +$163K 0.01% 505
2023
Q3 		$1.82M Buy
17,767
+2,390
+16% +$241K 0.01% 594
2023
Q2 		$1.49M Buy
+15,377
New +$1.28M ﹤0.01% 757
2021
Q4 		– Sell
-4,511
Closed -$307K – 1300
2021
Q3 		$307K Buy
4,511
+785
+21% +$57K ﹤0.01% 837
2021
Q2 		$277K Buy
+3,726
New +$294K ﹤0.01% 814
2019
Q2 		– Sell
-138
Closed -$4K – 1638
2019
Q1 		$4K Hold
138
– – ﹤0.01% 1449
2018
Q4 		$4K Buy
+138
New +$3.97K ﹤0.01% 1126

Other funds holding UFPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Cresset Asset Management's UFPI Position: Q2 2026 in Review

Cresset Asset Management sold out of UFP Industries (UFPI) in Q2 2026, closing a stake of 6,557 shares — an estimated $604K sold.

Cresset Asset Management first reported a position in UFPI in Q4 2018 and held it in 16 quarters. The position peaked at $3.11M in Q3 2024. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Cresset Asset Management reported no remaining UFP Industries position as of Q2 2026 after selling out during the quarter.
  • Cresset Asset Management sold 6,557 UFP Industries shares in Q2 2026, an estimated $604K.
  • Cresset Asset Management first reported a position in UFP Industries in Q4 2018 and held it in 16 quarters.
  • Cresset Asset Management's UFP Industries position peaked at $3.11M in Q3 2024.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.